This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

CREATIVE PLANNING

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Oct 1, 2013earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

May 11, 2020

First registration

May 11, 2020

Dual registered

no

IAPD individual key

7239254

• Occurred

  Feb 17, 2026
  Advisor changed firm

  Kyle Allan Jones left Fisher Investments for Creative Planning (registered 2026-03-26)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7dea8ec2-6b8e-57ef-bf0b-dabe7cb8a2a8

First observed

May 11, 2020

Last observed

Sep 19, 2026 27 h ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.